DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
G••••••• A•••••••• L••
Latest filing Aug 6, 2026
First filing on the tape Mar 31, 2022 · 9 filings
SEC status approved since May 2, 2022
RAUM
$514M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$514M
derived; firm RAUM over IAPD count
Employees
12
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$514M as of Aug 6, 2026
Mar 28, 2023$241M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Aug 6, 2026
Mar 28, 20230 then
Employees (5.A)12 as of Aug 6, 2026
Mar 28, 20239 then
Private funds4 as of Aug 6, 2026
Mar 28, 20232 then
RAUM +65% over the last fiscal year+29% a year over threeIARs 0 to 1
Practice profile
derived from the filing of Aug 6, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $514MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $128MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 12.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +65%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$514M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S••••••• M•••• F••••••• | Jackson, Wy | Sep 19, 2025 | 12 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- S••••••• M•••• F••••••• from U•• F•••••••• S••••••• I•••Sep 19, 2025 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••••• S••••••••• L• | Private Equity Fund | $163M | 84 | Mar 21, 2012 |
| G••••••• S••••••••• I•• L• | Private Equity Fund | $100.0M | 43 | Mar 22, 2022 |
Owners and control persons
Schedule A and B, latest filing
- K••••••• A••••••••• N•• · Partnercontrolsince 08/2021 · owns less than 5%
- L••••• A•••••• C•••• · Chief Financial Officer, Operating Partnercontrolsince 08/2021 · owns less than 5%
- M••••• M••••• L••• · Founder, Chief Executive Officercontrolsince 08/2021 · owns 75% or more
- S••••••• M••••••• H•••••• · Chief Operating Officer / Chief Compliance Officercontrolsince 07/2023 · owns less than 5%
Related persons
Schedule D 7.A
- G••••••• F•••••• C••••••• L••y
- G••••••• G• I•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $310,832,010 to $513,589,887 (+65.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +8.0% (673 comparable advisers, 90.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 90% percentile
What changed
consecutive filings, newest first
- Accounts · 3 to 4Jul 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 3 to 4Jul 31, 2025 to Mar 30, 2026
- Assets in custody · 270903535.0 to unsetJul 31, 2025 to Mar 30, 2026
- Custody of client assets · true to falseJul 31, 2025 to Mar 30, 2026
- Employees · 13 to 12Jul 31, 2025 to Mar 30, 2026
- State-registered IARs · 0 to 1Jul 31, 2025 to Mar 30, 2026
- Private funds · 3 to 4Jul 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $311M to $514MJul 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $311M to $514MJul 31, 2025 to Mar 30, 2026
- RAUM · $311M to $514MJul 31, 2025 to Mar 30, 2026
- Financial planning clients · unset to May 8, 2025 to Jul 31, 2025
- Accounts · 2 to 3Jul 15, 2024 to Mar 31, 2025
- Advisory employees · 5 to 6Jul 15, 2024 to Mar 31, 2025
- Pooled vehicle clients · 2 to 3Jul 15, 2024 to Mar 31, 2025
- Assets in custody · $263M to $271MJul 15, 2024 to Mar 31, 2025
- Employees · 12 to 13Jul 15, 2024 to Mar 31, 2025
- Private funds · 2 to 3Jul 15, 2024 to Mar 31, 2025
- Discretionary RAUM · $263M to $311MJul 15, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $263M to $311MJul 15, 2024 to Mar 31, 2025
- RAUM · $263M to $311MJul 15, 2024 to Mar 31, 2025
- Advisory employees · 4 to 5Mar 28, 2023 to Mar 22, 2024
- Assets in custody · unset to 263219237.0Mar 28, 2023 to Mar 22, 2024
- Custody of client assets · false to trueMar 28, 2023 to Mar 22, 2024
- Employees · 9 to 12Mar 28, 2023 to Mar 22, 2024
- Discretionary RAUM · $241M to $263MMar 28, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $241M to $263MMar 28, 2023 to Mar 22, 2024
- RAUM · $241M to $263MMar 28, 2023 to Mar 22, 2024
- Advisory employees · 10 to 4Mar 31, 2022 to Mar 28, 2023
- Employees · 10 to 9Mar 31, 2022 to Mar 28, 2023
- Other offices · 1 to 0Mar 31, 2022 to Mar 28, 2023
- Private funds · 4 to 2Mar 31, 2022 to Mar 28, 2023
- Discretionary RAUM · $178M to $241MMar 31, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $178M to $241MMar 31, 2022 to Mar 28, 2023
- RAUM · $178M to $241MMar 31, 2022 to Mar 28, 2023
- Related adviser · true to falseMar 31, 2022 to Mar 28, 2023
Signals
6 dated events
- G••••••• A•••••••• L•• reported RAUM $513.6M, up 65% from $310.8M (2025-07-31 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Kuppa Kesav Mohan (Chief Compliance Officer) no longer on Schedule A of G••••••• A•••••••• L•• (listed 2024-03-22, absent 2024-07-15)Jul 15, 2024 · Control person left · inference
- Hydrick Matthew Stabler (Chief Operating Officer) appeared on Schedule A of G••••••• A•••••••• L••Mar 22, 2024 · Control person joined · fact
- Cardy Angela Lafon (Chief Financial Officer, Operating Partner) appeared on Schedule A of G••••••• A•••••••• L••Mar 28, 2023 · Control person joined · fact
- Nmn Alexander Kovriga (Partner) appeared on Schedule A of G••••••• A•••••••• L••Mar 28, 2023 · Control person joined · fact
- G••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Mar 31, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- G••••••• A•••••••• L•• · Private Equityshared crd · organization
- G••••••• A•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/1019706reportedpublic record, Form ADV, Sep 18, 2026
- Website
- greybullstewardship.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (307) 364-6400reportedpublic record, Form ADV, Aug 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $514Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026